We are live on ! Find out more
IQLT icon

iShares MSCI Intl Quality Factor ETF
IQLT

520 hedge funds and large institutions have $7.07B invested in iShares MSCI Intl Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 222 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 50

57% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 141

4% more funds holding

Funds holding: 502 → 520 (+18)

0.43% more ownership

Funds ownership: 93.11% → 93.54% (+0.43%)

2% less funds holding in top 10

Funds holding in top 10: 49 → 48 (-1)

10% less capital invested

Capital invested by funds: $7.89B → $7.07B (-$814M)

Holders
520
Holders Change
+18
Holders Change %
+3.59%
% of All Funds
6.85%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.63%
New
83
Increased
222
Reduced
141
Closed
50
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$27M
2
LPL Financial
LPL Financial
California
+$23M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$19.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$18.8M
5
JP Morgan Chase
JP Morgan Chase
New York
+$14.9M

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
-$59.3M
2
BL
Balentine LLC
Georgia
-$49M
3
GI
Gradient Investments
Minnesota
-$42.2M
4
Cerity Partners
Cerity Partners
New York
-$33.5M
5
Morgan Stanley
Morgan Stanley
New York
-$30.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
376
World Investment Advisors
California
$386K +$12.5K +319 +3%
CS
377
Crescent Sterling
Louisiana
$381K +$14K +357 +4%
WFM
378
Wolff Financial Management
Michigan
$379K – – –
CHP
379
Cable Hill Partners
Oregon
$379K +$21.8K +557 +6%
AssetMark Inc
380
AssetMark Inc
California
$371K +$33.5K +855 +9%
UF
381
Univest Financial
Pennsylvania
$367K +$39 +1 +0%
UWS
382
Unique Wealth Strategies
Illinois
$365K +$9.86K +252 +3%
AHL
383
Abel Hall LLC
Louisiana
$365K +$39 +1 +0%
LNWWM
384
Laird Norton Wetherby Wealth Management
California
$356K – – –
AC
385
ASB Consultores
Florida
$355K – – –
MFG
386
Merit Financial Group
Georgia
$352K +$3.33K +85 +0.9%
MWS
387
Maxwell Wealth Strategies
California
$350K – – –
KAS
388
KPP Advisory Services
Kentucky
$345K -$5.52K -141 -1%
AIS
389
Accredited Investor Services
Minnesota
$340K +$359K +9,170 New
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$340K +$327K +8,346 +1,017%
IPWA
391
International Private Wealth Advisors
California
$337K +$356K +9,089 New
FCI
392
Financial Counselors Inc
Kansas
$333K +$5.59K +143 +2%
First Trust Advisors
393
First Trust Advisors
Illinois
$332K +$350K +8,948 New
FA
394
Freestate Advisors
Kansas
$332K +$3.17K +81 +0.9%
GWM
395
Geneos Wealth Management
Colorado
$318K -$11.8K -301 -3%
SI
396
Stephens Inc
Arkansas
$318K – – –
HBW
397
Hazlett, Burt & Watson
West Virginia
$302K -$216K -5,527 -40%
AF
398
Apexium Financial
Texas
$300K +$316K +8,079 New
Baird Financial Group
399
Baird Financial Group
Wisconsin
$297K +$978 +25 +0.3%
ERIM
400
Eagle Ridge Investment Management
Connecticut
$296K +$39 +1 +0%
14 15
16
17 18

IQLT Hedge Fund Activity: Q4 2024 in Review

520 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Quality Factor ETF (IQLT) for Q4 2024, worth a combined $7.07B — down 10% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IQLT positions and 50 closed out — a net gain of 33 holders — while 222 added to existing stakes and 141 trimmed.

The largest buyer was Wells Fargo, adding an estimated $27M. The largest seller was Bogart Wealth LLC, cutting an estimated $59.3M.

  • 520 institutional investors held iShares MSCI Intl Quality Factor ETF (IQLT) as of Q4 2024, up from 502 in Q3 2024.
  • Funds reported $7.07B of iShares MSCI Intl Quality Factor ETF stock for Q4 2024, down 10% quarter-over-quarter.
  • 83 funds opened new iShares MSCI Intl Quality Factor ETF positions in Q4 2024 and 50 closed out, a net change of +33 holders.
  • The largest iShares MSCI Intl Quality Factor ETF buyer in Q4 2024 was Wells Fargo, an estimated $27M added.
  • The largest iShares MSCI Intl Quality Factor ETF seller in Q4 2024 was Bogart Wealth LLC, an estimated $59.3M sold.

Based on aggregated 13F filings for Q4 2024.